Bloomberg Podcasts
@bloombergpodcasts·503K subscribers·32.4K videos
US Stocks Limp Into Year End While Treasury Yields Rise | Bloomberg Businessweek
Posted
January 1, 2026
Views
862
Likes
8
Engagement
0.93%
January 1, 2026
862
8
0.93%
Every word spoken in this episode is indexed. Type any phrase to jump straight to the moment it was said.
Type any word or phrase that may have been spoken. Click a result to seek the player to that exact moment.
Try a name, a topic, or a quoted line
See what was published immediately before and after this episode.
31:25Now PlayingWatch Carol and Tim LIVE every day on YouTube().
Stocks and bonds slipped along with gold and silver on the last day of 2025, bringing a subdued close to an otherwise buoyant year across asset classes that saw US equities post their third straight double-digit gain.
The S&P 500 extended a stretch of post-Christmas losses, paring the benchmark’s advance for 2025 to roughly 17%. Even so, the index is on track for its longest yearly winning streak of gains since 2021. The Nasdaq 100 was down 0.2%. Laggards include big-tech names like Microsoft Corp., Meta Platforms Inc. and Micron Technology Inc.
Silver plunged as a run of heightened volatility featuring price moves of 5% or more entered a fourth day. CME Group raised margin requirements on precious-metal futures for the second time in the space of a week following the volatility.
Investors have enjoyed blockbuster returns this year in a market that has been powered by optimism about the vast economic potential of artificial intelligence and primed by Federal Reserve interest-rate cuts. It hasn’t been a smooth ride, though, with traders weathering swings triggered by a range of forces including US trade policies, geopolitical tensions, concern over lofty valuations and some uncertainty around the path of central-bank monetary policy.
Looking ahead into 2026, market research firm Bespoke Investment Group cautions against expecting solid market performance during the first trading day of the new year. Since 1953, the S&P 500’s median change to kick off a new year was a 0.3% drop, according to a note by Bespoke. The stock market has also traded lower on the first trading day of the each of the past three years, the note said.
Today's show features:
Mike Green, Chief Strategist and Portfolio Manager for Simplify Asset Management
Laura Champine, Director of Research and Consumer Sector Head at Tabor Asset Management,
Manos Koukoumidis, CEO of Oumi, on why the AI investing landscape may become more challenged in 2026 and where the US stands its AI arms race with China
Ross Gerber, Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management, on how the battle for Warner Bros. Discovery will be won
See omnystudio.com/listener () for privacy information.
Carol Massar and Tim Stenovec bring together the latest news from the world of business and finance and the interesting stories of global technology, politics, economics and more by harnessing the power of Bloomberg Businessweek reporters and editors.
Subscribe to Bloomberg Podcasts
Listen to more of Bloomberg Businessweek
#Bloomberg #Podcast #News #Businessweek
Follow Bloomberg Podcasts on Twitter
Visit our other YouTube channels:
Bloomberg Television
Bloomberg Originals
For coverage on news, markets and more
Sentinel Indexing in Progress
Metadata and chapters are available. Claim extraction for this episode is pending.
All video content is delivered via YouTube embedded players in accordance with the YouTube Terms of Service. Sentinel provides research tools that promote discovery and accountability across political media.
